MILLER HOWARD INVESTMENTS INC /NY
CIK: 0000903947SEC EDGAR →
Portfolio Value
$3.3T
Holdings
140
As of
Q4 2025
New Positions
140
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MPLX LP COM UNIT REP LTD | 2,315,921 | $123.6B | 3.73% |
| 2 | JOHNSON & JOHNSON COM | 512,294 | $106.0B | 3.20% |
| 3 | ENTERPRISE PRODS PARTNERS L P | 3,112,119 | $99.8B | 3.01% |
| 4 | CISCO SYS INC COM | 1,234,292 | $95.1B | 2.87% |
| 5 | ABBVIE INC COM | 401,292 | $91.7B | 2.77% |
| 6 | OLD REP INTL CORP COM | 1,996,225 | $91.1B | 2.75% |
| 7 | ENERGY TRANSFER L P COM UT LTD | 5,229,111 | $86.2B | 2.60% |
| 8 | GSK PLC SPONSORED ADR | 1,642,114 | $80.5B | 2.43% |
| 9 | GILEAD SCIENCES INC COM | 654,778 | $80.4B | 2.43% |
| 10 | STATE STR CORP COM | 599,630 | $77.4B | 2.33% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (140)
$123.6B · 2.3M shares
$106.0B · 512K shares
$99.8B · 3.1M shares
$95.1B · 1.2M shares
$91.7B · 401K shares
$91.1B · 2.0M shares
$86.2B · 5.2M shares
$80.5B · 1.6M shares
$80.4B · 655K shares
$77.4B · 600K shares
$71.4B · 506K shares
$69.5B · 724K shares
$69.5B · 619K shares
$68.5B · 587K shares
$62.9B · 1.4M shares
$62.5B · 1.1M shares
$58.9B · 1.5M shares
$57.6B · 1.0M shares
$57.2B · 619K shares
$57.1B · 951K shares
$53.1B · 568K shares
$52.6B · 1.1M shares
$51.3B · 2.9M shares
$49.9B · 1.4M shares
$48.5B · 1.8M shares
$48.2B · 55K shares
$46.8B · 1.4M shares
$46.4B · 575K shares
$44.8B · 386K shares
$44.4B · 1.6M shares
$42.9B · 1.6M shares
$42.8B · 213K shares
$42.5B · 379K shares
$42.3B · 793K shares
$41.0B · 2.3M shares
$40.4B · 577K shares
$39.9B · 315K shares
$39.3B · 649K shares
$37.7B · 610K shares
$37.5B · 291K shares
$36.1B · 689K shares
$35.4B · 555K shares
$35.2B · 2.0M shares
$32.6B · 800K shares
$31.2B · 160K shares
$31.0B · 168K shares
$30.8B · 2.0M shares
$30.8B · 178K shares
$30.0B · 703K shares
$27.2B · 909K shares
$26.2B · 219K shares
$23.0B · 329K shares
$21.9B · 798K shares
$21.8B · 594K shares
$21.6B · 1.1M shares
$20.8B · 283K shares
$20.6B · 803K shares
$19.9B · 522K shares
KEYERA CORP COM
$17.3B · 540K shares
$16.8B · 710K shares
$16.2B · 371K shares
$14.7B · 42K shares
$14.1B · 160K shares
$12.2B · 318K shares
$12.1B · 345K shares
$11.4B · 142K shares
$10.9B · 262K shares
$9.9B · 59K shares
$9.2B · 93K shares
$9.2B · 42K shares
$8.8B · 50K shares
$8.6B · 42K shares
$8.1B · 110K shares
$8.1B · 224K shares
GIBSON ENERGY INC COM
$8.0B · 438K shares
$7.5B · 98K shares
$7.2B · 44K shares
$6.8B · 217K shares
$6.5B · 28K shares
$6.4B · 259K shares
$5.6B · 131K shares
$5.5B · 104K shares
$5.5B · 42K shares
$5.1B · 149K shares
$4.7B · 27K shares
$4.4B · 21K shares
$4.3B · 211K shares
$4.2B · 26K shares
$4.1B · 92K shares
$4.0B · 25K shares
$3.8B · 6K shares
$3.6B · 5K shares
$3.1B · 86K shares
$3.0B · 26K shares
$3.0B · 74K shares
$3.0B · 34K shares
$2.8B · 23K shares
$2.5B · 27K shares
$2.5B · 241K shares
$2.4B · 28K shares
$2.4B · 25K shares
$2.4B · 40K shares
$2.3B · 7K shares
$2.3B · 20K shares
$2.2B · 27K shares
$2.1B · 45K shares
$2.0B · 15K shares
$1.8B · 41K shares
$1.8B · 17K shares
$1.8B · 28K shares
$1.8B · 96K shares
$1.8B · 29K shares
$1.7B · 38K shares
$1.6B · 11K shares
$1.5B · 21K shares
$1.3B · 67K shares
$1.3B · 82K shares
$1.3B · 6K shares
$1.3B · 4K shares
$1.2B · 8K shares
$1.2B · 23K shares
$1.1B · 39K shares
$1.1B · 15K shares
$1.0B · 13K shares
$999.0M · 38K shares
$994.0M · 4K shares
$921.0M · 26K shares
$894.0M · 62K shares
$886.0M · 13K shares
$807.0M · 4K shares
$741.0M · 19K shares
$659.0M · 4K shares
$602.0M · 9K shares
$511.0M · 7K shares
$496.0M · 8K shares
$417.0M · 12K shares
$295.0M · 973 shares
$253.0M · 2K shares
$229.0M · 2K shares
$204.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Energy | 40 | $1.1T | 34.2% |
| Financial Services | 24 | $578.1B | 17.4% |
| Healthcare | 6 | $428.9B | 12.9% |
| Utilities | 31 | $290.7B | 8.8% |
| Real Estate | 8 | $199.1B | 6.0% |
| Technology | 6 | $190.6B | 5.8% |
| Unknown | 8 | $178.7B | 5.4% |
| Communication Services | 4 | $88.6B | 2.7% |
| Industrials | 7 | $74.9B | 2.3% |
| Basic Materials | 2 | $73.1B | 2.2% |
| Consumer Defensive | 2 | $39.8B | 1.2% |
| Consumer Cyclical | 2 | $36.7B | 1.1% |